HAG

HighPoint Advisor Group Portfolio holdings

AUM $1.88B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.24M
3
+$1.2M
4
SMCI icon
Super Micro Computer
SMCI
+$919K
5
GEV icon
GE Vernova
GEV
+$695K

Top Sells

1
+$18.5M
2
+$1.72M
3
+$1.45M
4
TSLA icon
Tesla
TSLA
+$739K
5
PXD
Pioneer Natural Resource Co.
PXD
+$633K

Sector Composition

1 Technology 31.92%
2 Financials 13.05%
3 Healthcare 11.27%
4 Consumer Discretionary 10%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.57M 0.11%
5,936
-394
152
$1.54M 0.11%
3,589
+117
153
$1.52M 0.11%
3,819
+24
154
$1.5M 0.11%
17,442
-375
155
$1.48M 0.1%
15,656
-314
156
$1.45M 0.1%
43,020
-3,882
157
$1.45M 0.1%
12,290
+255
158
$1.44M 0.1%
11,571
159
$1.41M 0.1%
9,677
-685
160
$1.41M 0.1%
18,026
-268
161
$1.39M 0.1%
4,384
-167
162
$1.38M 0.1%
5,822
-33
163
$1.38M 0.1%
8,436
+55
164
$1.36M 0.1%
10,135
-50
165
$1.34M 0.09%
82,176
+124
166
$1.34M 0.09%
65,711
+93
167
$1.34M 0.09%
6,194
+362
168
$1.33M 0.09%
12,430
+114
169
$1.31M 0.09%
6,068
+39
170
$1.31M 0.09%
5,884
-663
171
$1.3M 0.09%
20,400
-3,750
172
$1.3M 0.09%
19,212
+1,394
173
$1.3M 0.09%
7,007
+172
174
$1.3M 0.09%
31,230
+1,085
175
$1.29M 0.09%
32,615
-2,365
5 6
7
8 9